Crestwood Blog

Lauren Christoff
Lauren Christoff

Microsoft Word Productivity Tip #4 – Get Started Quickly with the Start Screen

One of my favorite new features of Office 365 – 2016 is the get started quickly with the Start screen. This feature runs across the board with Microsoft Word, Excel, PowerPoint, and Publisher. The Start screen gives you quick access to the most recently used documents, or open other documents from local or cloud storage … Read more

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Acumatica Lifecycle
Colleen Schils
Colleen Schils

The New Acumatica Product Lifecycle and Support Policy (Hint: It’s Good News!)

Acumatica Product Release Stages Acumatica’s Product Releases are designed to deliver high quality versions of the product on a predictable schedule allowing customers to stay on the most current release of the product and at the same time have ample time to preview major upgrades before going into production. Supported Releases Acumatica is constantly innovating … Read more

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Source Control for Acumatica
Joe Jacob
Joe Jacob

The Right Way to Use Source Control for Your Acumatica Customization Packages

Summary Many aspects of a custom solution for Acumatica can be done within the confines of a Visual Studio Project. However a customization project package must still be maintained within an instance of Acumatica.  Here’s a simple method of exporting and importing those changes to be captured by source control. Method Let’s say you already … Read more

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Agility Acumatica
John Gabrys
John Gabrys

Free Whitepaper: The Value of Agility in ERP During Disruptive Times

Yes, you can survive business disruption, just not with your legacy ERP. This new Whitepaper from Mint Jutras lays out the value of having an agile ERP platform. Disruption Everyone knows it could be coming soon to their market-with or without warning, but nobody likes to think about it.  It’s not just new competition, it’s … Read more

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AP Inbox Assist for Acumatica
Angela Stuart Mills
Angela Stuart Mills

Three Awesome New Features for AP Inbox Assist for Acumatica

Are you using our AP Inbox Assist add-on for Acumatica yet? If you aren’t, you’re missing out. Never chase down paper invoices again.  Streamline your experience, from receipt of invoice to approval to payment. Our custom-made product is better than ever with these new features.  Here is a list of three new things you can do with … Read more

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Acumatica Attributes
Guillermo Pineda
Guillermo Pineda

New in Acumatica 2018 R2: Using Attributes as User Defined Fields (No Programming Required!)

In a previous blog, we discussed how to add custom data fields to a form and also discussed the advantages and limitations of Attributes. Prior to the Acumatica 2018 R2 update, Attributes were only available for Customer Management (e.g. Leads, Contacts, Cases, Opportunities, Business Accounts, and Marketing Campaigns), Inventory Items, Projects, Employees, Vendors, and Customers. In … Read more

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D365 Business Central Training Video
Amber
Amber Tselios

Video Series: Dynamics 365 Business Central

Over the course of seven weeks, Crestwood’s Microsoft Dynamics 365 Business Central experts presented a series of webinars, ranging from a high-level overview to deep dives into each individual module. What Is Dynamics 365 Business Central? Dynamics 365 Business Central is a cloud-based, all-in-one ERP solution for every department from accounting to Sales. It looks … Read more

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Dynamics 365 Business Central Service Management
John Gabrys
John Gabrys

Service Management in Dynamics 365 Business Central  

Having a centralized administration hub is becoming more essential than luxury in the modern age of low overhead digital business. Even companies or franchises competing at scale in the brick and mortar space benefit from the features that Microsoft Dynamics 365 Business Central platform offers. Whether your business is heavy on inventory or you are … Read more

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Supply Chain Management
Melissa Paglia
Melissa Paglia

Supply Chain Management in Microsoft Dynamics 365 Business Central

Whether you are shipping, receiving or need to manage existing inventory, you need a robust and intuitive set of tools to maximize efficiency and productivity.  Business Central is designed with supply chain efficiency and management in mind and can help you solve some of the most common frustrations and issues our clients experience. An overview … Read more

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CustomerSource BlendedLearning
Nancy Moss
Nancy Moss

Microsoft CustomerSource – The One-Stop Support Shop for Dynamics Customers

Microsoft’s CustomerSource is a valuable resource available to all Microsoft Dynamics ERP (Dynamics GP, Dynamics SL, Dynamics 365, etc.) customers who are currently on a support plan. CustomerSource is divided into several sections, such as KnowledgeBase, Online Learning, and Account Management. Each section has its own set of resources and functions.  Here’s a quick guide … Read more

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Pricing strategy in Acumatica
Joel McDonnell
Joel McDonnell

Understanding Item Pricing & Discounts in Acumatica

Before you jump into the Acumatica screen to set up item pricing, you should think about what drives pricing on your products.  Things such as: Stock or non-stock item Default price Sales price The customer The price class Discounts Currency Unit of measure Location Warehouse Markup percent And possibly more Note: Acumatica’s sales order entry … Read more

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Time Management with Multi Entities
Mike Gordon
Mike Gordon

Dynamics GP:  Multi Entity Issues with Vendors, Customers, or Items not Being Available

I recently came across a client that had issues accessing new Items, Customers, and Vendors.  The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup.   What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more

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New Features on Collections Management for Dynamics SL
Christine Jacob
Christine Jacob

Three New Features Coming Soon to the Collections Management Crestwood Add-on Module for Dynamics SL 2018

We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018.  In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more

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